Skip to content
Disclosery

Angeles Investment Advisors, LLC

Follow

13F filer, CIK 1535695, SANTA MONICA, CA

Angeles Investment Advisors, LLC reported $1,664,941,483 across 31 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 93.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-012448

Period
2026-06-30
Reported value
$1.66B
Holdings
31
Top 10 weight
93.23%
New
4
Sold out
4

Part of the filer group ANGELES WEALTH MANAGEMENT, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWMadded+230,205$69.2M
MGKadded+368,297$32.4M
IEMGadded+300,105$24.9M
VYMnew+124,515$19.7M
VTnew+105,055$16.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EFVexited-756,850-$56.3M
VOOreduced-66,987-$46M
XLEexited-584,760-$35.8M
AVDVexited-295,050-$29.5M
VXUSreduced-153,682-$13.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001398344-26-012448, largest first. % of portfolio is the value over $1,664,941,483, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353,886 shares; 2024Q4: 1,399,161 shares; 2025Q1: 1,421,489 shares; 2025Q2: 1,435,331 shares; 2025Q3: 1,212,864 shares; 2025Q4: 1,180,537 shares; 2026Q1: 1,406,636 shares; 2026Q2: 1,339,649 shares 1,339,649$920M55.26%-66,987Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,294,255 shares; 2024Q4: 1,922,275 shares; 2025Q1: 4,086,103 shares; 2025Q2: 4,144,223 shares; 2025Q3: 3,303,778 shares; 2025Q4: 2,842,794 shares; 2026Q1: 2,943,879 shares; 2026Q2: 2,790,197 shares 2,790,197$239M14.33%-153,682Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 266,155 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 224,142 shares; 2025Q4: 248,840 shares; 2026Q1: 49,876 shares; 2026Q2: 280,081 shares 280,081$84.2M5.05%+230,205Timeline
VOTETCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510,784 shares; 2024Q4: 765,439 shares; 2025Q1: 861,919 shares; 2025Q2: 1,054,544 shares; 2025Q3: 729,569 shares; 2025Q4: 801,039 shares; 2026Q1: 764,656 shares; 2026Q2: 889,414 shares 889,414$78.4M4.71%+124,758Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,923,500 shares; 2025Q4: 1,923,500 shares; 2026Q1: 1,385,500 shares; 2026Q2: 1,210,865 shares 1,210,865$56.7M3.4%-174,635Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259,500 shares; 2026Q1: 257,050 shares; 2026Q2: 557,155 shares 557,155$46.2M2.77%+300,105Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,425,000 shares; 2024Q4: 1,425,000 shares; 2025Q1: 1,606,000 shares; 2025Q2: 1,606,000 shares; 2025Q3: 1,100,900 shares; 2025Q4: 712,400 shares; 2026Q1: 712,400 shares; 2026Q2: 602,320 shares 602,320$45.3M2.72%-110,080Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852,890 shares; 2024Q4: 835,890 shares; 2025Q1: 288,640 shares; 2025Q2: 459,590 shares; 2025Q3: 360,390 shares; 2025Q4: 218,340 shares; 2026Q1: 2,893 shares; 2026Q2: 371,190 shares 371,190$32.6M1.96%+368,297Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,396 shares; 2024Q4: 449,341 shares; 2025Q1: 373,446 shares; 2025Q2: 232,599 shares; 2025Q3: 90,192 shares; 2025Q4: 172,875 shares; 2026Q1: 186,640 shares; 2026Q2: 230,836 shares 230,836$30.5M1.83%+44,196Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,200 shares; 2024Q4: 130,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124,515 shares 124,515$19.7M1.18%newTimeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,265 shares; 2024Q4: 100,830 shares; 2025Q1: 228,410 shares; 2025Q2: 302,740 shares; 2025Q3: 94,830 shares; 2025Q4: 168,280 shares; 2026Q1: 172,608 shares; 2026Q2: 234,590 shares 234,590$19.3M1.16%+61,982Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 790 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,055 shares 105,055$16.5M0.99%newTimeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,581 shares; 2025Q2: 64,581 shares; 2025Q3: 64,581 shares; 2025Q4: 64,581 shares; 2026Q1: 64,581 shares; 2026Q2: 62,842 shares 62,842$10.4M0.63%-1,739Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,500 shares 93,500$9.18M0.55%newTimeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,853 shares; 2024Q4: 106,853 shares; 2025Q1: 106,853 shares; 2025Q2: 106,853 shares; 2025Q3: 106,853 shares; 2025Q4: 101,510 shares; 2026Q1: 101,510 shares; 2026Q2: 101,510 shares 101,510$8.49M0.51%0Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,955 shares; 2024Q4: 216,940 shares; 2025Q1: 4,940 shares; 2025Q2: 9,880 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares; 2026Q1: 5,685 shares; 2026Q2: 187,685 shares 187,685$7.78M0.47%+182,000Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,285 shares; 2024Q4: 62,785 shares; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,735 shares 72,735$7.56M0.45%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,465 shares; 2024Q4: 27,440 shares; 2025Q1: 21,990 shares; 2025Q2: 22,219 shares; 2025Q3: 13,887 shares; 2025Q4: 13,844 shares; 2026Q1: 11,179 shares; 2026Q2: 69,537 shares 69,537$5.99M0.36%+58,358Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,544 shares; 2024Q4: 37,628 shares; 2025Q1: 23,998 shares; 2025Q2: 25,087 shares; 2025Q3: 59,115 shares; 2025Q4: 77,885 shares; 2026Q1: 75,220 shares; 2026Q2: 92,081 shares 92,081$5.5M0.33%+16,861Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,331 shares; 2024Q4: 258,331 shares; 2025Q1: 258,331 shares; 2025Q2: 258,331 shares; 2025Q3: 258,331 shares; 2025Q4: 245,414 shares; 2026Q1: 245,414 shares; 2026Q2: 245,414 shares 245,414$5.21M0.31%0Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,060 shares; 2025Q4: 106,160 shares; 2026Q1: 110,007 shares; 2026Q2: 97,979 shares 97,979$4.42M0.27%-12,028Timeline
VTGVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,325 shares; 2026Q1: 45,205 shares; 2026Q2: 45,614 shares 45,614$3.43M0.21%+409Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,827 shares; 2024Q4: 171,292 shares; 2025Q1: 132,005 shares; 2025Q2: 30,480 shares; 2025Q3: 18,360 shares; 2025Q4: 18,360 shares; 2026Q1: 14,571 shares; 2026Q2: 14,573 shares 14,573$3.18M0.19%+2Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,300 shares; 2024Q4: 15,155 shares; 2025Q1: 15,155 shares; 2025Q2: 15,155 shares; 2025Q3: 17,410 shares; 2025Q4: 30,610 shares; 2026Q1: 30,610 shares; 2026Q2: 18,315 shares 18,315$2.28M0.14%-12,295Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,450 shares; 2024Q4: 15,185 shares; 2025Q1: 14,815 shares; 2025Q2: 14,225 shares; 2025Q3: 14,443 shares; 2025Q4: 14,108 shares; 2026Q1: 13,778 shares; 2026Q2: 13,536 shares 13,536$2.12M0.13%-242Timeline
VGVTVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,377 shares; 2026Q2: 6,458 shares 6,458$486K0.03%-919Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,126 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares; 2025Q4: 3,126 shares; 2026Q1: 3,126 shares; 2026Q2: 3,126 shares 3,126$423K0.03%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,407 shares; 2024Q4: 83,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,468 shares; 2026Q2: 4,485 shares 4,485$320K0.02%+17Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785 shares; 2026Q2: 785 shares 785$84.5K0.01%0Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 925 shares; 2025Q2: 1,180 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 865 shares; 2026Q2: 685 shares 685$79.2K<0.01%-180Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$6.1K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EFVISHARES TR756,850$56.3Mshares
XLESELECT SECTOR SPDR TR584,760$35.8Mshares
AVDVAMERICAN CENTY ETF TR295,050$29.5Mshares
IJHISHARES TR137,500$9.29Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-012448 base2026-07-22acceptance time not in the bulk data set